Client Relationship Manager - Financial PlanningHybrid / 3-days per week in officeNorth LondonFull-time PermanentCompetitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam SupportAn award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager.This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service.The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers.Client Relationship Manager - Key ResponsibilitiesSet up new leads and prospects and maintain accurate records in our back-office system.Manage and update tasks for new leads.Attach Adviser correspondence and relevant documentation to client records.Prepare and issue compliance packs for client meetings.Chase outstanding documentation and upload completed paperwork to our back-office system.Send and manage risk profile questionnaires and record responses.Set up clients on the client portal and manage related documentation.Issue, chase and record fee agreements.Ensure first review meetings are scheduled for clients with ongoing service agreements.Upload and maintain AML documentation in our back-office system.Act ..... full job details .....